Starboard Wealth Management

high quality--low fees

About Us

SWM Logo.PNG

Exceptional service at less than half the price of the big guys

Starboard Wealth Management is a fee-only RIA located on Cape Cod, Massachusetts serving clients from across the country. We strive to keep our fees as the low as possible allowing the investor to keep more

The owner of Starboard Wealth Management is Justin Hudock.  Justin started working on Wall Street right out of school and has successfully applied his knowledge of markets and 20+ years of experience to increasing client returns.   

 
 

Our Process

+ Personalized On-Boarding

+ Detailed and Transparent Account Management

+ Continuous Portfolio Monitoring and Rebalancing

= Long-term Wealth Creation

After a detailed financial profile of the client, we will tailor a bespoke financial solution to fulfill long-term goals.  We use fundamental analysis to spot potential investments; and technical and sentiment analysis for entry points and the re-balancing of positions. Our holding periods are long-term and ideally at least five years.  Our main asset custodian is Charles Schwab.

Sailing race diagram.png

Our Fees

0.60% per year for the first $1 million

0.50% per year for the next $3 million

0.40% per year for amounts over $4 million

*No fee for cash/money market balances up to $50k

Our Fees are based on assets under management, billed quarterly, and prorated for large deposits and withdrawals.  Fees can be negotiated in special circumstances.  Minimum starting assets of $200k.

SWM Logo.PNG

Recent Blogs

Contact
I have some questions for Justin so I will call/text or email
 

508-221-7076

Marstons Mills, MA

Thanks for submitting!

"High fees lower your net returns.  Get away from 1%+ fees and give yourself a raise."
Justin Hudock

 

These links will take you to Starboard Wealth Management's SEC filed ADV; and to FINRA's database of backgrounds and complaints against brokers and brokerage firms.